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Mortgage Refinance: Is Now a Good Time?
Mortgage rates are at historic lows right now as Treasury prices remain low and the Federal Reserve continues to prop up the economy with low interest rates. […]

Biden Tax Plan: Everything You Need to Know
Former Vice President Joe Biden secured the presidency in one of the most harrowing, divisive, and unprecedented elections in history. Biden is facing an uphill […]

Should You Pay Off Debt or Invest?
Should you pay off debt or invest? It’s a common question many people have, but one with an answer that can have significant consequences. In […]

3 Ways to Use Home Equity in Retirement
According to a Federal Reserve report released in 2019, Americans owned 60.4% of their homes in the first quarter, which is the highest level of equity in […]

4 Ways to Create Tax-Free Retirement Income
In building strong investment portfolios, a critical component is “diversification.” By diversifying, you spread your investments across different asset classes in order to limit your exposure to […]

A Simple Guide to After-Tax 401(k) Contributions
Many 401(k) plans these days offer the ability to contribute above and beyond the maximum annual limit ($19,500 in 2020) by utilizing an after-tax account. […]

5 Ways to Increase Your Cash Flow
The saying “cash is king” rang true when 6% interest in a savings account was a possibility. Today, with interest rates near historic lows, it’s […]

Financially Speaking, Is It Better to Have Kids Earlier or Later in Life?
It costs on average $233,610 to raise one child.1 For most, that’s a significant chunk of change. If you and your spouse are curious about the […]